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Live Oak Bancshares
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Overview Fund Activity

160 hedge funds and large institutions have $953M invested in Live Oak Bancshares in 2020 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 43 increasing their positions, 37 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
+43
Holders Change %
+36.75%
% of All Funds
2.84%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
54
Increased
43
Reduced
37
Closed
10
Calls
$25.5M
Puts
$17.7M
Net Calls
+$7.87M
Net Calls Change
+$4.22M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$56.8M
2
EA
Emerald Advisers
Pennsylvania
+$10.3M
3
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
+$9.04M
4
EC
EJF Capital
Virginia
+$8.82M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$8.48M

Top Sellers

1
MCA
Mendon Capital Advisors
Florida
-$9.49M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$6.71M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$6.37M
4
DCM
Driehaus Capital Management
Illinois
-$3.68M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$3.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
26
AmeriServ Wealth Advisors
Pennsylvania
$5.33M +$5.33M +112,344 New
Hotchkis & Wiley Capital Management
27
Hotchkis & Wiley Capital Management
California
$5.05M -$6.37M -134,190 -56%
Wellington Management Group
28
Wellington Management Group
Massachusetts
$4.9M +$4.9M +103,159 New
RJA
29
Raymond James & Associates
Florida
$4.88M +$4.07M +85,842 +505%
Invesco
30
Invesco
Georgia
$4.15M +$2.62M +55,240 +172%
Voloridge Investment Management
31
Voloridge Investment Management
Florida
$3.96M +$3.96M +83,472 New
Goldman Sachs
32
Goldman Sachs
New York
$3.57M +$543K +11,436 +18%
BBHC
33
Brown Brothers Harriman & Co
New York
$3.55M -$1.42M -30,000 -29%
BP
34
Ballentine Partners
Massachusetts
$3.13M – – –
Swiss National Bank
35
Swiss National Bank
Switzerland
$3.05M – – –
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$3.01M -$9.3K -196 -0.3%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$3M -$3.17M -66,698 -51%
PI
38
PEAK6 Investments
Illinois
$2.85M +$2.56M +53,864 +881%
Russell Investments Group
39
Russell Investments Group
United Kingdom
$2.57M +$779K +16,420 +44%
TD Asset Management
40
TD Asset Management
Ontario, Canada
$2.46M +$142K +3,000 +6%
Arrowstreet Capital
41
Arrowstreet Capital
Massachusetts
$2.45M +$2.45M +51,655 New
ACP
42
Arcus Capital Partners
Georgia
$2.37M – – –
Morgan Stanley
43
Morgan Stanley
New York
$2.35M +$1.83M +38,666 +356%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$2.33M +$368K +7,744 +19%
EGI
45
EAM Global Investors
California
$2.26M +$2.26M +47,594 New
Ameriprise
46
Ameriprise
Minnesota
$2.15M -$1.68M -35,320 -44%
CS
47
Credit Suisse
Switzerland
$2.05M +$700K +14,751 +52%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$2.03M +$21.5K +453 +1%
PIMG
49
Patriot Investment Management Group
Tennessee
$1.85M +$1.85M +38,986 New
UBS AM
50
UBS AM
Illinois
$1.72M +$478K +10,080 +38%
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